We are live on ! Find out more
PRU icon

Prudential Financial

1,299 hedge funds and large institutions have $24.2B invested in Prudential Financial in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 480 increasing their positions, 472 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 74

3% more funds holding

Funds holding: 1,2631,299 (+36)

2% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 472

1% more capital invested

Capital invested by funds: $24.1B → $24.2B (+$159M)

0.4% more ownership

Funds ownership: 57.19%57.58% (+0.4%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

40% less call options, than puts

Call options by funds: $631M | Put options by funds: $1.04B

Holders
1,299
Holders Change
+36
Holders Change %
+2.85%
% of All Funds
18.76%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
124
Increased
480
Reduced
472
Closed
74
Calls
$631M
Puts
$1.04B
Net Calls
-$412M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1101
Grove Bank & Trust
Florida
$51.6K
SGC
1102
Slocum, Gordon & Co
Rhode Island
$50.7K
PA
1103
PSI Advisors
Florida
$50.3K +$14.3K +124 +41%
OLVIG
1104
Oliver Lagore Vanvalin Investment Group
Michigan
$49.5K +$30.2K +262 +164%
USB
1105
Union Savings Bank
Connecticut
$49.2K
ZB
1106
Zions Bancorporation
Utah
$48.9K -$7.04K -61 -13%
SHIM
1107
Stone House Investment Management
Pennsylvania
$48.8K +$231 +2 +0.5%
RDFA
1108
Ritter Daniher Financial Advisory
Ohio
$48.3K
CPG
1109
Cornerstone Planning Group
New Jersey
$47.9K -$2.31K -20 -4%
SNB
1110
Security National Bank
Nebraska
$46.9K
TC
1111
Tacita Capital
Ontario, Canada
$46.3K
TAM
1112
Tucker Asset Management
Colorado
$46.2K
IWA
1113
IBEX Wealth Advisors
New Jersey
$45.6K -$7.52M -65,155 -99%
MWA
1114
MFA Wealth Advisors
Pennsylvania
$45.5K +$44.8K +388 New
OWA
1115
Opal Wealth Advisors
New York
$45.5K +$44.8K +388 New
MHR
1116
Matthew Hamilton Rosenberg
$45.1K
VF
1117
VitalStone Financial
Texas
$44.2K +$462 +4 +1%
FG
1118
Fairman Group
Pennsylvania
$43.8K +$577 +5 +1%
SC
1119
Stephens Consulting
Michigan
$43K -$6.46K -56 -13%
AF
1120
Arrow Financial
New York
$41.7K -$11.4K -99 -22%
BGAI
1121
Bruce G. Allen Investments
Colorado
$41.4K +$115 +1 +0.3%
BBPWM
1122
Blue Bell Private Wealth Management
Pennsylvania
$41.3K
BC
1123
Barrett & Company
Rhode Island
$39.7K
FP
1124
Financial Perspectives
Minnesota
$39.6K
PB
1125
Pinnacle Bancorp
Nebraska
$38.9K

PRU Hedge Fund Activity: Q2 2024 in Review

1,299 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2024, worth a combined $24.2B — up 0.66% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PRU positions and 74 closed out — a net gain of 50 holders — while 480 added to existing stakes and 472 trimmed.

The largest buyer was UBS AM, adding an estimated $80.2M. The largest seller was Voloridge Investment Management, exiting entirely with an estimated $64.1M sold.

  • 1,299 institutional investors held Prudential Financial (PRU) as of Q2 2024, up from 1,263 in Q1 2024.
  • Funds reported $24.2B of Prudential Financial stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 124 funds opened new Prudential Financial positions in Q2 2024 and 74 closed out, a net change of +50 holders.
  • The largest Prudential Financial buyer in Q2 2024 was UBS AM, an estimated $80.2M added.
  • The largest Prudential Financial seller in Q2 2024 was Voloridge Investment Management, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2024.